FORWARD FEATURES CALENDAR

Services

DC Advisory launches in Italy

DC Advisory (DC) has expanded its international presence, with the opening of DC Advisory Italy, led by newly appointed CEO, Alberto Vigo. Vigo has been hired to spearhead the Milan-based office, bringing with him over 20 years’ experience in Italian M&A, most recently at Mediobanca leading deals such as the disposal of

Gary Tenkman, Ultimus

Ultimus Fund Solutions acquires LeverPoint Management

Ultimus Fund Solutions (Ultimus), an independent provider of fund administration, accounting and investor solutions to traditional and alternative fund managers, is to acquire LeverPoint Management (LeverPoint).  LeverPoint, headquartered in Clifton Park, NY, is an independent provider of full-service fund administration, accounting, tax and back office support services to private equity,

Novasec launches renewable energy investment platform

Novasec has launched a new investment platform, which connects investors with unique opportunities in the fast-growing renewable energy sector.  Through a careful project selection process, Novasec’s platform combines the renewable energy sector with digital securities, providing investors the potential for lower-risk, competitive returns. “Novasec is proud to help fund the

Adam Palmer, ACA Compliance

Less than 2 per cent of firms are fully prepared for SM&CR, says survey

A survey conducted on preparation for the FCA’s Senior Managers and Certification Regime, (SM&CR) has revealed that most firms have significant work to do, as they prepare for its extension to all authorised firms on 9 December. From a pool of over 70 respondents, including asset managers, hedge funds, private equity firms,

Sameer Shalaby, HazelTree

Hazeltree launches Hazeltree Private Markets

Hazeltree, a provider of integrated treasury management solutions, has expanded its treasury and portfolio finance solutions to support private markets fund managers.  Hazeltree Private Markets is a purpose-built cash management and investor interactions solution to improve operational efficiencies and controls, reduce risk and exposure, and drive performance opportunities. Hazeltree Private

Image of US flag

Intertrust expands services in the US

Intertrust, a provide of tech-enabled corporate and fund solutions to clients operating and investing in the international business environment, has expanded its services in the United States. Clients with US domiciled legal entities and affiliated transactions now benefit from Intertrust’s local Funds and Capital Markets services, led by former BlackRock

Regulation

Vistra launches BVI Economic Substance Classification Solutions

Vistra, a global trust, fund administration and corporate services provider, has launched its Economic Substance Services and Solutions, starting with the British Virgin Islands (BVI) Economic Substance Classification Questionnaire designed to help clients determine the classification of their BVI company as it applies to the substance legislation. Developed by Vistra’s

SIX launches marijuana related data service

Switzerland-based financial data expert SIX is launching a new service covering over 30,000 Financial Instruments (Securities) in connection with Marijuana Related Businesses (MRB) following the success of their SIX Sanctioned Securities Monitoring Service. The service comes at a time when many financial institutions grapple with the complex and changing legal

Events

12 November, 2026 – 5:00 pm

Directory Listings